NEWS AND RESEARCH

24 June 2024 Comments
As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing…
Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers…
The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is…
With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers…
Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers…
The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing…

TOP PERFORMING FUNDS

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INVESTMENT INSIGHTS

FINANCIAL PLANNING

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...

The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a ...

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

PEOPLE & PRODUCTS

Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....

Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly-launched research ratings division....

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

28 April 2024

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....

16 April 2024

Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector....

FUNDS MANAGEMENT

State Street will cut fees on six of its SPDR ETFs from 1 July across Australian equities, international equities, listed property and emerging markets....

Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest...

With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund...

Colonial First State has approved all alternative managers for its funds, following the closure of four First Sentier Investors teams in April....

Daintree Capital has received a $120 million investment for its Core Income Trust Fund from Colonial First State, while Hamilton Lane has exceeded targets on a fundraise....

SUPERANNUATION

5 June 2024

The Federal Court has found Active Super made misleading representations regarding its ESG credentials, specifically around excluding Russian investments at the time of t...

6 March 2024
1 Comments

The Albanese government has confirmed superannuation will be paid on the Commonwealth paid parental leave scheme from next year, addressing a longstanding “gender blind s...

31 January 2024

Total MySuper assets are approaching $1 trillion while the number of funds with more than six members has declined by 40 per cent over the last five years, according to A...

21 January 2024
1 Comments

SuperRatings has shared the top 10 balanced superannuation funds of the calendar year 2023, with the top two funds returning more than 13 per cent each....

17 January 2024

Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previ...

LIFE/RISK

Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Plannin...

The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...

The Life Insurance Code of Practice has transferred from the Financial Services Council to the Council of Australian Life Insurers....

The firm has announced it will no longer be writing new life insurance policies in the retail advised and corporate group insurance channels, citing a declining market an...

ASIC has issued its first interim stop order on two life insurance products from ClearView Life for DDO failures....

ACCOUNTING

28 August 2022

Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6 million for the year ended 30 June, while its underlying profit after tax (UPAT) declined...

25 August 2022

Insignia Financial has announced a 59% increase in its underlying net profit after tax (UNPAT) to $234.5 million in FY22....

3 February 2022

Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....

29 September 2019

With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....

28 May 2019

The Administrative Appeals Tribunal has rejected an application by a former tax agent to stay a Tax Practitioners Board decision to terminate his registration with the ma...

POLICY & REGULATION

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

The central bank has announced its latest rate decision amid stubborn inflation and increasing geopolitical tension....

Government has introduced a bill to Parliament to legislate the first stream of the QAR reforms....

ASIC now has a 1:1 ratio when it comes to court success in the enforcement of crypto activities and more action is expected as Treasury seeks to introduce a regulatory fr...

A leading governance body has hit out at “specialist interest groups proposing ad hoc law reform” when it comes to reforms of financial services legislation and believes ...

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MARKET INSIGHTS

JOHN GILLIES

tHOSE 989 WHO ARE CEASED WILL GO ON TO LIVE A LONG AND HEALTHY LIFE JG...

4 days 1 hour ago
Chris Cornish

What a sticth-up. Looks like Labor Senator Jess Walsh follows Stephen Jones who follows what the industry super funds ...

3 days 22 hours ago
Peter Swan

This report is a blatant display of far-left factional partisanship, treating superannuation funds as state property and...

3 days 22 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks 5 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week 5 days ago

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

5 days 22 hours ago